7-Group Three PEHP.pdf

PDF 5 MB Posted

Attached to
Financial Recordkeeper State and local contract opportunity
Solicitation number
26-018
Issued by
Maricopa County, Tucson City, Arizona

About this file

This is a Post Employment Health Plan for Public Employees document executed by the City of Tempe, establishing a health benefit plan administered by Nationwide Retirement Solutions, Inc. The plan provides post-employment health benefits to eligible public employees and their dependents, covering qualifying medical care expenses and health care insurance premiums after severance from employment. The document outlines the complete framework for plan administration, including eligibility requirements, contribution mechanisms, benefit structures, trust fund management, and claims procedures, with the plan governed by Ohio state law and applicable federal regulations.

The plan operates through a trust fund structure where employer contributions fund the benefits, with Nationwide Retirement Solutions serving as the administrator unless removed by an Advisory Committee. Participants become eligible upon severance from employment and can receive reimbursements for qualifying medical expenses and health insurance premiums up to their account balance limits. The document establishes comprehensive administrative procedures including account management, valuation methods, claims processing, and appeal procedures, while providing flexibility for plan amendments and termination by the employer. The plan includes provisions for mandatory employee contributions at the employer's discretion, asset transfers between qualified plans, and detailed governance structures involving Advisory Committees representing both employee groups and employers.

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Other files for this state and local contract opportunity

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File Type Posted
11-26-018 Bid Tabulation.pdf PDF
4-City of Tempe Market Values 2Q2025.xlsx XLSX spreadsheet
6-Executed 457 Adoption Agreement.pdf PDF
3-Basic Plan Document 0046648002.pdf PDF
8-Pre Medicare PEHP.pdf PDF
1-26-018 RFP.docx DOCX document
10-26-018 Addendum 1.docx DOCX document
2-Basic Plan Document 0046648001.pdf PDF
5-Executed 401k Adoption Agreement.pdf PDF
9-Stable Value - Fixed Flows.xlsx XLSX spreadsheet

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